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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,575 | $23,330-89.0% | $64,489-96.0% | $82,448-96.9% |
| Participation rate | 96.9% | 68.3%+28.6pp | 67.7%+29.2pp | 68.1%+28.8pp |
| Annual return | 7.32% | 83.66%-76.3pp | 55.03%-47.7pp | 41.64%-34.3pp |
| Employer contribution / active EE | $188 | $824-77.2% | $1,523-87.7% | $2,551-92.6% |
| Participant deferral / active EE | $1,687 | $1,707-1.2% | $2,778-39.3% | $4,139-59.3% |
| Admin fee / account holder | $1,504 | $2,946-49.0% | $4,260-64.7% | $7,234-79.2% |